Lasting relationships. For all that matters

Fort-Worth

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Young family at the beach

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Trey Morse

    Trey Morse

    Executive Director

    Market Director

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    • AK
    • AL
    • AR
    • AZ
    • CA
    • CO
    • CT
    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MS
    • MT
    • NC
    • ND
    • NE
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • RI
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • VI
    • VT
    • WA
    • WI
    • WV
    • WY

    Trey Morse is an Executive Director and Associate Market Executive at UBS.  With more than 20 years of experience in the wealth management industry, Trey is responsible for leading the UBS Plano and Fort Worth markets.

    Trey was born and raised in Austin, Texas.  He received in Bachelor of Science in Healthcare Administration as well as a Master’s degree in Healthcare Administration from Texas State University. 

    After seven years working in various specialties in the Healthcare industry, Trey began his wealth management career with Morgan Stanley in 2002.  Trey’s ability and desire to inspire and lead placed him in various management roles during his tenure at Morgan Stanley. 

    Trey is excited about the next chapter in his career, working with and supporting financial advisors at UBS to achieve their desired goals.

    Trey’s passion leading teams and supporting clients is only equaled by his dedication to his family.  He and his wife Kathy, live in Frisco, Texas and has three boys, Blake, Brayden and Brooks.

          7250 Dallas Parkway
          Suite 1200
          Plano, TX 75024
          trey.morse@ubs.com
          Trey Morse
          7250 Dallas Parkway,Plano,TX,75024
        • Cindy Rogers

          Cindy Rogers

          Associate Director

          Admin Manager

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          • TX

                301 Commerce Street
                Suite 2800
                Fort Worth, TX 76102
                cindy.rogers@ubs.com
                Cindy Rogers
                301 Commerce Street,Fort Worth,TX,76102
              • SW

                Sarah Wester

                Associate Director

                Supervisory Officer

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                • FL
                • TX

                      Home Worker FL
                      Home Worker FL, FL 000
                      sarah.wester@ubs.com
                      Sarah Wester
                      Home Worker FL,Home Worker FL,FL,000
                    Three generations in apple orchard

                    Turn possibilities into a plan

                    House View Monthly

                    Mountain climbers on peak at sunrise

                    A leading global wealth manager

                    Fausto

                    Tariffs, volatility and your portfolio

                    Are you ready?

                    In the first 100 days of a second Trump administration, policy uncertainty continues to dominate. Do you have questions about the impact of tariffs, inflation and geopolitical developments on your investment strategy?

                    We’re here to help you make sense of it all and move forward with confidence. Make sure your portfolio is prepared for ongoing market volatility.

                    A leader in wealth management

                    Backed by the strength of our parent company, UBS AG

                    Global leader

                    UBS is a leading and truly global wealth manager

                    Financial strength

                    Driving confidence.
                    A-  Standard & Poor’s
                    A  Fitch
                    A3
                      Moody’s


                    UBS AG, long-term senior secured debt rating. As of 03/31/2024

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